Why Real Estate Outperforms Gold as an Inflation Hedge

While many economists highlight broader disinflationary trends and anticipate easing inflation in the second half of 2026, shelter inflation continues to exceed the headline rate.

Growth Accounting and Capital Deepening: Panel Evidence

This study uses a panel dataset of country-level macroeconomic variables commonly employed in growth accounting and productivity analysis.

US PE Activity Climbs as GPs Double Down on Continuation Plays

This week we're Americas PE deal activity, the rise of amended PIK, and how according to out latest survey, continuation vehicles are mostly viewed as a value creation tool.

Continuation Vehicles: Value Creation Tool or Liquidity Patch?

In our latest PE150 micro survey of 58 professionals, sentiment around GP led continuation vehicles is anything but uniform.

Payment-in-Kind in Private Credit: Liquidity Tool or Early Signal of Stress?

Payment-in-kind (PIK) interest has moved from a marginal feature of private credit documentation to a central indicator of borrower stress and portfolio risk.

$38T Debt. 11.8x Multiples. €1B+ Exits Surge 28%. What’s Really Moving PE?

This week we're covering ESG’s shift from federal pause to state-level acceleration (with Scope 3 now in play)

The Sharpening Cycle

Discipline, Dry Powder, and the New Rules of Buyouts

Private Equity Exits Are Reawakening in Europe

After two years of drought, Europe’s private equity exit market is showing real signs of life.

America’s Fiscal Drift and the Quiet Threat to Dollar Supremacy

For half a century, American fiscal expansion could be rationalised as cyclical necessity, strategic competition, or temporary emergency. That argument is now harder to sustain.

$4.7B Exit. 91% Stable Portfolios. Europe Rotates to Quality.

Liquidity is showing up in U.S. power while portfolio stress remains surprisingly muted

How Institutions Juice IRR (Legally)

The mechanics of leverage, the barbell VC market, and the new playbook for liquidity while private.

Housing at the Core: Inflation Persistence, Asset Repricing, and the Political Economy of Institutional Ownership